Sr Exec Asst, CEO & CPESO

Executive Assistant To The President/Chief Executive Officer And Chief People, Experience & Strategy Officer

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

This role will support the President/Chief Executive Officer (CEO) and Chief People, Experience & Strategy Officer (CPESO). This role provides high-touch, relationship-focused support to two of the organization's most senior leaders and serves as a trusted partner in helping them operate at their best.

The individual will be responsible for managing the flow of information, priorities, communications, and logistics with exceptional professionalism, discretion, and attention to detail. Success in this role means ensuring leaders are prepared, informed, and positioned to focus their time and energy on the strategic priorities that drive BCU forward.

This position requires a commitment to operational excellence, strong judgment, and a proactive approach to solving problems before they become distractions. The ideal candidate anticipates needs, builds trusted relationships across the organization, and creates seamless experiences through disciplined execution and thoughtful coordination.

While grounded in executive administrative support, this role also contributes to organizational effectiveness by improving processes, leveraging technology, and ensuring responsible stewardship of time, resources, and expenses. The successful individual embodies BCU's Shared Values and helps create the conditions for leaders and teams to do their best work.

Executive Administrative Support

• Provide comprehensive calendar management for the President/CEO and CPESO, ensuring priorities, business needs, and strategic objectives are reflected in how time is allocated.
• Coordinate all meeting logistics, including scheduling, attendees, locations, technology, and materials.
• Prepare leaders for daily activities and upcoming commitments by organizing agendas, briefing materials, background information, and key insights.
• Manage travel arrangements, itineraries, and related logistics with a high degree of accuracy, foresight, and cost consciousness.
• Complete expense reporting, approvals, and administrative processes accurately and efficiently while maintaining strong expense management practices.

Meeting & Deliverable Preparation

• Champion the standard for executive meeting excellence by reinforcing meeting preparation expectations, ensuring meeting owners provide clear objectives/agendas, the right participants are present, and timely materials are shared so the leadership's time is used effectively.
• Support the development, formatting, and refinement of presentations, reports, correspondence, and executive communications.
• Track action items, commitments, and follow-up activities to ensure timely execution and accountability.
• Maintain organized files, records, and reference materials that support quick access to information and informed decision-making.

Communication & Coordination

• Serve as a key point of coordination across executive leadership, teams, and external partners to facilitate effective communication and timely responses.
• Draft, edit, and refine communications that reflect BCU's voice, culture, and commitment to professionalism.
• Ensure meetings, communications, and executive materials are accurate, complete, and aligned with organizational priorities.
• Foster strong relationships across the organization while supporting consistency, responsiveness, and alignment.

Time & Priority Management

• Help leaders navigate competing priorities and maintain focus on the most important business objectives.
• Anticipate scheduling conflicts and competing demands, bringing forward practical solutions and recommendations.
• Protect executive time by managing requests, organizing inputs, and ensuring preparedness for key discussions and decisions.
• Support effective use of leadership capacity through thoughtful planning and prioritization.

Operational Efficiency & Modern Tools

• Utilize technology and productivity tools to improve scheduling, document management, communication, and workflow efficiency.
• Identify opportunities to simplify processes, eliminate inefficiencies, and reduce unnecessary administrative burden.
• Develop systems and practices that strengthen organization, consistency, and execution.
• Promote efficient use of time, energy, and resources through disciplined planning and operational excellence.

Trust, Judgement & Confidentiality

• Handle highly confidential information with exceptional discretion, professionalism, and sound judgment.
• Build trusted partnerships across the organization while maintaining appropriate boundaries and confidentiality.
• Represent the offices of the President/CEO and CPESO with professionalism, responsiveness, and credibility.
• Remain composed, organized, and dependable in fast-paced, high-visibility, or sensitive situations.

Qualifications and Education Requirements

• Bachelor's degree preferred.
• 10+ years of experience supporting senior executives in a corporate environment.
• Proven ability to manage multiple priorities, deadlines, and stakeholders with precision and professionalism.
• Advanced proficiency with Microsoft Office and contemporary workplace technologies.
• Experience preparing executive presentations, meeting materials, and communications preferred.

Execution & Attention to Detail

• Highly organized with exceptional follow-through and ownership.
• Strong ability to manage details while maintaining focus on broader priorities.
• Consistently accurate, dependable, and responsive.
• Demonstrates Integrity through accountability, reliability, and high-quality execution.

Proactive Mindset

• Anticipates needs, identifies risks, and plans ahead.
• Recognizes gaps, obstacles, or emerging issues and addresses them early.
• Takes ownership of outcomes, not simply assigned tasks.
• Demonstrates Courage by raising concerns, offering solutions, and continuously seeking better ways to work.

Communication Skills

• Strong written and verbal communication skills.
• Ability to synthesize information and create materials that meet executive-level expectations.
• Comfortable interacting with senior leaders, employees, partners, board members, and external stakeholders.
• Demonstrates Inclusion through respectful communication, active listening, and thoughtful coordination.

Adaptability & Tech-forward

• Advanced proficiency with Microsoft Office, Teams, PowerPoint, Outlook, and modern workplace technologies.
• Quick learner who embraces tools that improve productivity and effectiveness.
• Naturally focused on simplifying work and enhancing operational efficiency.
• Creates Wow by delivering thoughtful, well-executed solutions that make work easier for others.

Judgment & Discretion

• Exercises exceptional judgment when handling sensitive information, priorities, and requests.
• Understands when to act independently and when escalation is appropriate.
• Demonstrates maturity, professionalism, and sound decision-making.
• Promotes Collaboration by building trust and strong working relationships across teams.

Ideal Personal Attributes

• Dependable, highly organized, and exceptionally detail-oriented.
• Calm, composed, and adaptable in fast-moving environments.
• Service-oriented with a strong sense of ownership and accountability.
• Thoughtful, proactive, and solution-focused.
• Naturally builds strong relationships and works effectively with diverse teams.
• Exercises sound judgment and discretion.
• Motivated by helping others succeed through preparation, organization, and excellence in execution.
• Takes pride in delivering work that reflects BCU's high standards and people-first culture.

BCU Shared Values: We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members